Vice President, Client Operations

BNY Mellon•Houston, TX

5d•Onsite

About The Position

The Vice President, Client Operations - Corporate Trust and Custody Services joins the Corporate Trust team in Pittsburgh, Pennsylvania. This role leads day-to-day client-facing custody operations and serves as an escalation contact for the team, helping resolve issues and coordinate solutions to client queries. The position owns end-to-end trade processing through settlement, including task allocation, controls, quality, and risk management, and serves as the primary contact for process queries, client escalations, and senior stakeholder communications. The role manages day-to-day custody deal servicing and query resolution for assigned institutional clients. It processes, reviews, and monitors wire payments and cash movements; interprets, generates, and troubleshoots SWIFT messages; coordinates timely trade settlement; monitors cash and position breaks; and supports bond market settlement activities. The position also coordinates tax documentation and compliance, researches and resolves client queries within service-level agreements, prepares client reporting, and supports process improvements and automation. All activities must comply with internal controls, regulatory requirements, and audit standards.

Requirements

Bachelor’s degree in Business, Finance, or a related field.
Typically 8–10 years of experience in corporate trust or a client-facing role.
Good understanding of wires, payments, and custody operations.
Excellent verbal and written communication skills, with the ability to manage client relationships professionally.
Strong analytical and problem-solving skills and high attention to detail.
Ability to work under pressure, manage multiple priorities, and meet strict deadlines.
Proficiency in MS Office, including Excel and Outlook.

Nice To Haves

Advanced degree or professional certifications in finance or business administration.
Preferred working knowledge of domestic and cross-border wire payment processing.
Good understanding of SWIFT messaging standards, including MT/MX message types used in payments and securities settlement.
Hands-on experience with bond market settlement processes, including the fixed income trade lifecycle, corporate actions, and fails or claims.
Practical exposure to syndicate loan operations, including drawdowns, rollovers, and agency servicing.
Familiarity with custody or settlement platforms.

Responsibilities

Lead day-to-day client-facing custody operations.
Act as an escalation contact, help resolve team issues, and bring teams together to develop solutions to client queries.
Own end-to-end trade processing through settlement, including task allocation, controls, quality, and risk management.
Serve as the primary point of contact for process queries, client escalations, and senior stakeholder communications.
Manage day-to-day custody deal servicing and query resolution for assigned institutional clients.
Process, review, and monitor wire payments and cash movements to ensure accurate and timely execution.
Interpret, generate, and troubleshoot SWIFT messages related to trade settlement and cash or securities movements.
Coordinate with internal teams to support timely trade settlement, monitor cash and position breaks, and resolve outstanding breaks.
Support bond market settlement activities, including trade matching, fails management, and coupon and redemption processing.
Coordinate with the internal tax team and clients to ensure portfolios are tax-documented and compliant.
Coordinate between clients and internal operations teams to research, track, and resolve client queries within SLA.
Maintain working relationships with clients, counterparties, and correspondent banks.
Prepare client reporting, respond to inquiries, and escalate issues as appropriate to ensure SLA adherence.
Identify process improvement opportunities and support automation and efficiency initiatives.
Ensure activities comply with internal controls, regulatory requirements, and audit standards.